RPG
Resource Planning Group’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $203K | Sell |
424
-194
| -31% | -$92.7K | 0.13% | 72 |
|
|
2023
Q3 | $265K | Buy |
618
+2
| +0.3% | +$859 | 0.23% | 50 |
|
|
2023
Q2 | $275K | Sell |
616
-754
| -55% | -$336K | 0.22% | 52 |
|
|
2023
Q1 | $563K | Buy |
1,370
+37
| +3% | +$15.2K | 0.46% | 37 |
|
|
2022
Q4 | $512K | Buy |
1,333
+7
| +0.5% | +$2.69K | 0.41% | 41 |
|
|
2022
Q3 | $476K | Hold |
1,326
| – | – | 0.41% | 43 |
|
|
2022
Q2 | $503K | Buy |
1,326
+40
| +3% | +$15.2K | 0.42% | 43 |
|
|
2022
Q1 | $584K | Sell |
1,286
-23
| -2% | -$10.4K | 0.42% | 39 |
|
|
2021
Q4 | $624K | Sell |
1,309
-816
| -38% | -$389K | 0.42% | 40 |
|
|
2021
Q3 | $915K | Sell |
2,125
-17
| -0.8% | -$7.32K | 0.58% | 36 |
|
|
2021
Q2 | $921K | Buy |
2,142
+851
| +66% | +$366K | 0.53% | 34 |
|
|
2021
Q1 | $514K | Hold |
1,291
| – | – | 0.34% | 43 |
|
|
2020
Q4 | $485K | Hold |
1,291
| – | – | 0.34% | 42 |
|
|
2020
Q3 | $434K | Sell |
1,291
-30
| -2% | -$10.1K | 0.33% | 43 |
|
|
2020
Q2 | $409K | Buy |
+1,321
| New | +$409K | 0.31% | 40 |
|